Insurance & Investment Sales Specialist

We are currently seeking an excellent outside sales representative who can develop a sales strategy and build and expand buyer relationships to achieve sales goals.

You’ll be responsible for seeking out, engaging with, and presenting our solutions to new prospects and current customers.

If you have a proven track record of outside selling and are looking for a lucrative outside sales position that provides you with the flexibility, support, and compensation to help you shine, we want to connect! Compensation :

$65,000+ at plan

Responsibilities :

• Exceed monthly and quarterly revenue expectations and meet sales and lead generating activities goals to ensure future business
• Position us as the clear and obvious choice in our market through competitive analysis and product trends
• Leverage social prospecting and multiple communication channels to find, meet with, and follow-up with potential customers and deal opportunities
• Present a win-win solution for the prospect, negotiate sales contract specifics, and close deals
• Qualify prospective customers quickly by fact-finding to identify decision-makers, pain points, competition, budget, timeline, and other potential obstacles
• Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
• Develop and deliver risk management strategies for each customer based on their risk profile
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications :

• You love talking and meeting with prospects, presenting to them, closing the deal, and asking for referrals
• At least 2 years of outside sales experience preferred
• High school or equivalent diploma required; industry or product knowledge preferred
• Proven track record in sales
• You are an organized, detail and deadline-oriented self-starter who loves contributing your team’s goals
• Sales experience preferred go-getter mindset
• Strong communication skills, both written and verbal
• Desire to help others
• Strong business acumen
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks / contacts
• Bilingual Speaking (English / Spanish) A Plus

About Company

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.

As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

We’re proud of the training we offer.

Training Magazine’s APEX Award for 2022

We’re proud the be recognized by organizations that also value diversity

• Latino Leaders : 2022 Best Companies for Latinos to Work For
• Human Rights Campaign : 2022 Corporate Equality Index
• Forbes 2022 : America’s Best Employers for Diversity
15 hours ago